Fixed Fee

We recognise that from time to time clients will require help and advice that
falls outside of the scope of our standard wealth management and financial
planning services. In these cases we operate a range of fixed fees. Alternatively
we can undertake work on a time-cost basis on your behalf.

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Mission Statement

Our mission is to connect clients with sound opportunities in a tax efficient, forward thinking and transparent nature. We aim to utilise technology to allow a fully interactive service which will engage and educate to the highest standard.

Testimonials

We at Torpoint have been dealing with Jason Bleanch for over 7 years and have found him to be very professional, helpful and responsive. We have always taken his advice and have found the advice to be in our best interest. He is very good at offering products to suit our needs and our risk profile.

Torpoint, Torpoint LTD

After an extremely bad experience with my first financial advisor I was introduced to Tom Mannion by a friend. Tom listened, understood my objectives and then carried out an extensive review and produced a very concise report outlining his solution to my problems. Not only did he rectify the inherited problems, he stabilised the situation and then produced returns well above my expectations.
The proposals were definite, easy to understand and more importantly, easily monitored. I have been delighted with his dedication and certainly recommend him as an effective financial advisor.

Every care has been taken to ensure that this information is correct and in accordance with our understanding of the law and HM Revenue & Customs practice, which may change. Furthermore the content of this site is informative and should not be deemed as financial advice. You should speak to an Independent Financial Adviser prior to acting on anything published on this site.